Multi-language support

By supporting multiple languages at the server, Microsoft Dynamics CRM 4.0 helps you do business locally or around the world. Agents can now work in multiple languages within the same organization and multiple groups can work in their own languages across geographical regions, reducing language barriers to communication. Language packages are a free download and may be installed as add-ons as they are needed.

Multi-currency support

Microsoft Dynamics CRM 4.0 provides support for any number of international currencies. Users can record and follow transactions in the local currency, making global deals easier to track. When a deal is closed, the conversion is locked in at the current rate. Exchange rates can be updated manually or automatically.

Office Outlook Integration

From Office Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business.

Security Features

Customer and business information is guarded with a fail-safe system that offers the best safety and confidentiality possible.

Multi-stage Workflows

New tools in Microsoft Dynamics CRM 4.0 make it easier to create multi-stage workflows such as a sales cycle or customer retention process. Microsoft Dynamics CRM 4.0 also provides visibility into running workflow stages, enabling users to see and track the progress of business processes. End users can also see the status of workflows that are running, giving them greater insight into their customers.

Point-and-click Customisation

Microsoft Dynamics CRM 4.0 can be tailored to work the way your business already works. Microsoft Dynamics CRM 4.0 forms, relationship links, and customer views can be designed and modified without complicated programming.

Adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items.

Flexible Reporting

Easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft Windows SharePoint Services for updating executive dashboards.

Permissions

Certain employees need certain information. With Microsoft Dynamics CRM 4.0, system administrators have the tools to make sure the right information is delivered to the right people— whether they are using Outlook or the Web.

Works with Excel

Features an always-on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.

Offline Communication

Designed so your staff can be productive both in the office and on the road—even if they aren’t connected to a network. Information can be filtered so that people receive only the information they need such as meeting updates and sales figures.